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Performance Summary: Week Ending February 28th, 2025

COMMENTARY: The S&P500 index fell 0.98% this week but remains in positive territory year to date. Some economic headlines created headwinds for the markets, including a CPI report that showed slightly hotter-than-expected inflation, with core inflation rising at an annual rate of 3.3% in January. Retail sales data for January showed a 0.9% decline, marking

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Elev8 Sector Rotation Model Portfolio: March Positioning

The current bull trend for equities was born on a powerful wave of AI optimism.  After 2 years that catalyst has matured and is now tiring and investors are looking for what’s next.  We think the current setup shows elevated potential for a correction in equity prices.  AI companies have been priced for successful outcomes, but economic data is sending conflicting messages while inflation and high prices remain with us.  Long story short, the US equity market has priced in a lot of bullish promises around AI, economic “Soft Landing” and the re-emergent Greatness of America.  Reality needs to deliver. 

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ETFsector.com Daily Trading Outlook

February 28, 2025 S&P futures up 0.4% Friday morning after a sharp selloff Thursday, where the S&P 500 fell 1.59% and the Nasdaq dropped 2.78%. The Mag 7 suffered its worst pullback of 2025, extending its losing streak to six sessions. High-beta names like meme stocks, non-profitable tech, travel/leisure, and autos underperformed, while defensives, regional

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